-0.3%
SPOT vs IQV
+25.1%
-25.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.5% |
| 7D | +16.6% | -5.5% | +22.0% | +18.0% |
| 30D | +29.9% | -0.9% | +30.8% | +30.0% |
| 3M | +31.3% | +15.6% | +15.7% | +26.6% |
| 6M | +43.2% | +63.9% | -20.7% | +27.0% |
| YTD | +8.1% | +17.0% | -8.9% | +4.4% |
| 1Y | -0.3% | +25.0% | -25.4% | -6.0% |
| All | -0.3% | +25.1% | -25.4% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling